M&A Deal Summary

NFP Acquires Equias Alliance

On November 15, 2017, NFP acquired insurance company Equias Alliance

Acquisition Highlights
  • This is NFP’s 51st transaction in the Insurance sector.
  • This is NFP’s 56th transaction in the United States.
  • This is NFP’s 1st transaction in Tennessee.

M&A Deal Summary
Date 2017-11-15
Target Equias Alliance
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Equias Alliance

Cordova, Tennessee, United States
Equias Alliance LLC is an executive benefits consulting firm focused on bank-owned life insurance (BOLI) and executive and director benefit plans. Equias Alliance LLC was established in 2011 and is based in Cordova, Tennessee.

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Buyer(S) 1

Buyer

NFP

Austin, Texas, United States
Category Company
Sector Insurance
Revenue 1.1B USD (2013)
DESCRIPTION

NFP is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies. NFP is based in Austin, Texas.

DEAL STATS #
Overall 58 of 149
Sector (Insurance) 51 of 120
Type (Add-on Acquisition) 58 of 147
State (Tennessee) 1 of 1
Country (United States) 56 of 115
Year (2017) 19 of 24
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-11-13 EverGuard Insurance Services

Seattle, Washington, United States

EverGuard Insurance Services, Inc. is a specialty Program Administrator (PA) focused on providing commercial P&C products to restaurants, bars and taverns. EverGuard Insurance Services, Inc. was established in 1973 and is based in Seattle, Washington.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-11-20 Financial Benefit Services

Silver Spring, Maryland, United States

Financial Benefit Services LLC is a full-service benefits broker specializing in the implementation of sophisticated employee benefits strategies for middle-market and large employer groups. Financial Benefit Services LLC was founded in 1986 and is based in Silver Spring, Maryland.

Buy -
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